AUTOMATIC FOR THE
NUMBERS: UNDERSTANDING
AND USING FLARE’S AUTONUMBERING
CAPABILITIES
Presented by: Daniel Ferguson
DANIEL FERGUSON Founder of Smart Output Certified MadCap Flare Consultant
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[email protected] @ferg_daniel
linkedin.com/in/DanielSFerguson smartoutput.com
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2 Daniel Ferguson | Smart Output | [email protected]
JOIN THE COMMUNITY
madcapsoftware.com/community
THE 5-STAGE JOURNEY
Stage 1 Stage 2 Stage 3 Stage 4 Stage 5
Hey cool! I can autonumber in Flare!
Realization
Hmmm…this might take some time to figure out
Confusion
THESE BLASTED AUTONUMBERS!!! WHY AREN’T THEY WORKING?!?
Anger
Oh GOOD! There is a webinar on Autonumbers. Hey, look, I can BREATHE again!!!
Acceptance
IT WORKS!!! IT WORKS!!! IT WORKS!!!
Exuberance
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WHY SHOULD I USE THEM THEN?
Gives your output a professional edge Increases consistency Set it and forget it -- allows you to focus on content Meets documentation requirements in some cases
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EXAMPLE: FIGURE CAPTIONS
p.FigureCaption{ mc-auto-number-format: 'CF: {b}Figure {chapnum}-{n+}{/b}: '; }
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EXAMPLE: TABLE CAPTIONS p.TableCaption{
mc-auto-number-format: 'T:{b}Table {A+}{/b}: '; }
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EXAMPLE: NUMBERED HEADINGS h1{
mc-auto-number-format: 'CH:{chapnum}. '; } h2{ mc-auto-number-format: 'CH:{chapnum}.{n+} '; } h3{ mc-auto-number-format: 'CH:{chapnum}.{n}.{n+} '; }
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EXAMPLE: PARAGRAPHS
p.level1{ mc-auto-number-format: 'A:{n+}. '; mc-auto-number-position: outside-head; mc-auto-number-offset: 0.5in; margin-left: 0.5in; } p.level2{ mc-auto-number-format: 'A:{n}.{n+} '; mc-auto-number-position: outside-head; mc-auto-number-offset: 0.5in; margin-left: 1in; } p.level3{ mc-auto-number-format: 'A:{n}.{n}.{n+} '; mc-auto-number-position: outside-head; mc-auto-number-offset: 0.5in; margin-left: 1.5in; }
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EXAMPLE: NUMBERED LISTS
p.StepL1_First{ mc-auto-number-class: StepsGreen; mc-auto-number-format: 'N:{n=1}'; mc-auto-number-offset: .25in; mc-auto-number-position: outside-head; mc-next-class: StepL1; } p.StepL1{ mc-auto-number-class: StepsGreen; mc-auto-number-format: 'N:{n+}'; mc-auto-number-offset: .25in; mc-auto-number-position: outside-head; } span.StepsGreen{ background-color: #0A0; border-radius: 30px; color: #fff; font-size: 20px; font-weight: bold; margin-right: 30px; padding: 10px 15px; }
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EXAMPLE: GENERATED TEXT
p.Note{ border-bottom: 1px solid #00A4E4; border-top: 1px solid #00A4E4; mc-auto-number-format: '{b}Note{/b}: '; padding: 10px 0px; }
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EXAMPLE: OUTLINE
p.OutlineL1{ mc-auto-number-format: '{family Cambria}{size 14pt}{R+}{ =0} {/size}{/family}'; } p.OutlineL2{ margin-left: 0.25in; mc-auto-number-format: '{family Cambria}{size 14pt}{ }{A+}{ =0} {/size}{/family}'; } p.OutlineL3{ margin-left: 0.5in; mc-auto-number-format: '{family Cambria}{size 14pt}{ }{ }{r+} {/size}{/family}'; }
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WHERE DO I START?
1. Determine what content you want autonumbered and how you want it numbered (outside of Flare). e.g. Tables, Figures, Paragraphs, Headings, Notes, Lists, etc.
2. Determine what style classes you’ll need to support your autonumbering structure
3. In Flare, create the style classes with the appropriate autonumber style
4. Apply the classes to the content in your topics
5. Create chapter and section breaks as necessary in your TOC
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DECIPHERING THE AUTONUMBER SYNTAX 'CF: {b}Figure {chapnum}-{n+}{/b}:
Series Label Specifies different types of autonumber series (like tables, figures, or lists). Can also indicate whether a series applies to a chapter, section, or entire book.
Formatting Determines the look of the autonumbered content. For example, font, font weight, font color, etc.
Counters Indicates what types of numbers should be used and how they should be incremented.
Text Any plain text to include as part of the autonumber
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Chapter, Section Volume
Organize your content into chapters, sections, and volumes and apply number sequences to them
UNDERSTANDING SERIES LABELS
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Series labels establish independent “lanes” of autonumbers in the same body of content
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Table A
Figure 4-2
Table C
Figure 4-4
Problem: p.TableCaption and p.ImageCaption are NOT separated with series labels—they are in the same “lane”
p.TableCaption { mc-auto-number-format: ‘ {b}Table {A+}{/b}: '; } p.ImageCaption { mc-auto-number-format: ‘ {b}Figure {chapnum}-{n+}{/b}: '; }
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p.TableCaption { mc-auto-number-format: ‘ T:{b}Table {A+}{/b}: '; } p.ImageCaption { mc-auto-number-format: ‘ F:{b}Figure {chapnum}-{n+}{/b}: '; }
Solution: Add series labels to move them into separate lanes. The actual label value is arbitrary
Table A
Figure 4-1
Table B
Figure 4-2
EXTENDING SERIES LABELS BEYOND TOPICS
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Using the C, S, or G series label prefix extends autonumber formats beyond just topics • CH: Specifies a chapter-wide series labeled “H” • SH: Specifies a section-wide series labeled “H” • GH: Specifies a global series labeled “H”
If no series label prefix is used, autonumbering restarts with each topic
QUIZ: SERIES LABELS
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p.TableCaption { mc-auto-number-format: ‘ T:{b}Table {A+}{/b}: '; }
p.ImageCaption { mc-auto-number-format: ‘ F:{b}Figure {chapnum}-{n+}{/b}: '; }
Modify Table Captions to be a Global series Modify Image Captions to be a Chapter-wide series
Answer: Answer:
p.TableCaption { mc-auto-number-format: ‘ GT:{b}Table {A+}{/b}: '; }
p.ImageCaption { mc-auto-number-format: ‘ CF:{b}Figure {chapnum}-{n+}{/b}: '; }
UNDERSTANDING COUNTERS
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Counters specify what types of numbers should be used and how they should be incremented
HOW COUNTERS ARE CONSTRUCTED
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{n+} Display Style Increment Command
HOW COUNTERS ARE CONSTRUCTED
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{n+} Display Style n Numeric R Uppercase roman r Lowercase roman A Uppercase alphabetic a Lowercase alphabetic
Don’t display a value
Increment Command {n} Retains current counter value and
displays it
{n=1} Resets the counter value to 1 and displays it. Can use any number
{ =0} Resets the counter value to 0 and does not display. Can use any number
{n+} Increments the counter value and displays it
{ } Retains the current counter value and does not display it
CHAPTERS, SECTIONS, AND VOLUMES
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{chapnum} Displays the current chapter number {secnum} Displays the current section number {volnum} Displays the current volume number
Rely chapter breaks or section breaks in the TOC, which you set manually
QUIZ: CHAPTERS AND COUNTERS
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Result mc-auto-number-format
'Chapter {chapnum}: ' Chapter 1
'N:Step {A=1} ' 'N:Step {A+} '
Step A Step B
'CF: Figure {chapnum}-{r+}: ' Figure 1-i Figure 1-ii
QUIZ: CHAPTERS AND COUNTERS
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Result mc-auto-number-format
Figure 1-i Figure 1-ii Where “1” is the chapter number
'CF: Figure {chapnum}-{r+}: '
1. 2. 2.1 2.1.1
'O:{n+}. ‘
'O:{n}.{n+} ' 'O:{n}.{n}.{n+} '
3 separate paragraph classes in the stylesheet
QUIZ: CHAPTERS AND COUNTERS
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Result mc-autonumber-format
I II A B i ii C III
'{R+}{ =0} '
'{ }{A+}{ =0} '
'{ }{ }{r+} '
3 separate paragraph classes in the stylesheet
The remainder of this presentation is live Flare demonstration.
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